Warther Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Buy |
4,035
+225
| +6% | +$49.2K | 0.23% | 26 |
|
|
2025
Q1 | $533K | Buy |
3,810
+189
| +5% | +$26.4K | 0.18% | 36 |
|
|
2024
Q4 | $603K | Buy |
3,621
+63
| +2% | +$10.5K | 0.2% | 37 |
|
|
2024
Q3 | $606K | Hold |
3,558
| – | – | 0.21% | 40 |
|
|
2024
Q2 | $502K | Buy |
+3,558
| New | +$502K | 0.2% | 46 |
|
|
2022
Q3 | – | Sell |
-4,251
| Closed | -$301K | – | 98 |
|
|
2022
Q2 | $301K | Sell |
4,251
-5,025
| -54% | -$356K | 0.22% | 91 |
|
|
2022
Q1 | $761K | Buy |
9,276
+690
| +8% | +$56.6K | 0.5% | 58 |
|
|
2021
Q4 | $755K | Buy |
8,586
+706
| +9% | +$62.1K | 0.56% | 46 |
|
|
2021
Q3 | $707K | Buy |
7,880
+706
| +10% | +$63.3K | 0.63% | 45 |
|
|
2021
Q2 | $571K | Buy |
+7,174
| New | +$571K | 0.55% | 48 |
|